News & Announcements

March 13, 2025

Status of recordkeeping support for SECURE 2.0 Act provisions

The SECURE 2.0 Act marked a significant step toward enabling more small business owners and employees to pursue retirement stability.

Outlined below is the status of our recordkeeping support for some key SECURE 2.0 provisions (sections). You can share this information with your clients ― whether they have an existing retirement plan or they’re considering starting one ― to help them take advantage of the benefits from this legislation.

For a better understanding of these provisions, including our perspective on the potential impacts, refer to SECURE 2.0 ― More of a good thing (PDF).

RETIREMENT RESOURCES

Start a client conversation

Use SECURE 2.0 Act of 2022 ― A boost to retirement saving (PDF) to highlight key provisions that could benefit your clients. 

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